Marion Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Marion Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.2M	Buy	62,783 +2,405	+4%	+$694K	3.91%	4
2026 Q1	$15.5M	Buy	60,378 +4,720	+8%	+$1.3M	3.44%	7
2025 Q4	$15.7M	Buy	55,658 +1,179	+2%	+$337K	3.49%	7
2025 Q3	$16M	Sell	54,479 -722	-1%	-$208K	3.8%	5
2025 Q2	$15.7M	Buy	55,201 +1,537	+3%	+$396K	3.93%	5
2025 Q1	$13.1M	Sell	53,664 -1,884	-3%	-$490K	3.51%	7
2024 Q4	$14.1M	Sell	55,548 -75	-0.1%	-$19.3K	3.74%	6
2024 Q3	$13.5M	Buy	55,623 +2,113	+4%	+$492K	3.61%	6
2024 Q2	$12.3M	Buy	53,510 +571	+1%	+$131K	3.61%	6
2024 Q1	$12.5M	Sell	52,939 -1,006	-2%	-$225K	3.73%	6
2023 Q4	$11.8M	Buy	53,945 +2,370	+5%	+$474K	3.79%	6
2023 Q3	$10M	Buy	51,575 +1,083	+2%	+$221K	3.54%	6
2023 Q2	$10.4M	Buy	50,492 +1,009	+2%	+$196K	3.69%	6
2023 Q1	$9.64M	Buy	49,483 +3,816	+8%	+$731K	3.6%	7
2022 Q4	$8.21M	Buy	45,667 +9,616	+27%	+$1.74M	3.46%	7
2022 Q3	$6.15M	Buy	36,051 +3,135	+10%	+$593K	3.16%	9
2022 Q2	$5.77M	Buy	32,916 +8,358	+34%	+$1.62M	3.02%	8
2022 Q1	$5.47M	Buy	24,558 +477	+2%	+$105K	2.67%	10
2021 Q4	$6.13M	Buy	+24,081	New	+$6.07M	2.91%	9

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Marion Wealth Management's VOT Position: Q2 2026 in Review

Marion Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4% in Q2 2026, buying an estimated $694K and bringing the position to 62,783 shares worth $19.2M. The position accounts for 3.91% of the portfolio, ranked #4.

Marion Wealth Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Marion Wealth Management held 62,783 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $19.2M as of Q2 2026.
Marion Wealth Management bought 2,405 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $694K.
Vanguard Morningstar Mid-Cap Growth ETF made up 3.91% of Marion Wealth Management's portfolio in Q2 2026, its #4 holding.
Marion Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.